Great Valley Advisor Group, Inc. Purchases in Q4 2024

Great Valley Advisor Group, Inc.

  • $4.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VFH
Vanguard Financial ETF

ETFs
618
+ 6.84%
$108.87 - $126.2 $67.3K - $78K
9.65K $1.14M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.05K
+ 65.69%
$31.23 - $33.51 $158K - $169K
12.7K $400K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
3.26K
+ 44.29%
$40.26 - $44.35 $131K - $144K
10.6K $439K
EMB
Ishares Tr

ETFs
10.5K
+ 5.9%
$88.94 - $93.46 $933K - $981K
188K $16.8M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3.05K
+ 15.51%
$47.98 - $49.47 $146K - $151K
22.7K $1.1M
VGT
Vanguard Information Technolog

ETFs
71
+ 3.1%
$571.78 - $647.97 $40.6K - $46K
2.36K $1.47M
PM
Philip Morris International Inc.

Consumer Defensive
1.19K
+ 6.11%
$118.38 - $133.06 $141K - $158K
20.6K $2.48M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.23K
+ 23.75%
$99.0 - $99.5 $122K - $123K
6.43K $637K
KTF
Dws Municipal Income Trust

Financial Services
12.7K
New
$9.43 - $10.2 $120K - $130K
12.7K $120K
CFG
Citizens Financial Group Inc

Financial Services
224
+ 0.57%
$39.92 - $48.46 $8.94K - $10.9K
39.8K $1.74M
PH
Parker Hannifin Corp

Industrials
164
+ 11.73%
$621.74 - $709.46 $102K - $116K
1.56K $993K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
804
+ 4.76%
$19.44 - $28.35 $15.6K - $22.8K
17.7K $455K
AMP
Ameriprise Financial Inc

Financial Services
85
+ 8.51%
$473.15 - $574.01 $40.2K - $48.8K
1.08K $577K
OMFL
Invesco Exchange Traded Self I

ETFs
202
+ 0.26%
$52.49 - $56.58 $10.6K - $11.4K
77.9K $4.22M
AGCO
Agco Corp

Industrials
2.75K
+ 8.12%
$89.46 - $101.89 $246K - $280K
36.6K $3.42M
STRL
Sterling Construction CO Inc

Industrials
30
+ 0.7%
$142.94 - $199.03 $4.29K - $5.97K
4.35K $731K
PANW
Palo Alto Networks Inc

Technology
16.5K
+ 90.9%
$181.96 - $405.9 $3.01M - $6.71M
34.7K $6.32M
IWX
Ishares Tr Russell 200 Value E

ETFs
1.41K
+ 31.4%
$78.25 - $85.17 $110K - $120K
5.88K $464K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1K
+ 7.69%
$100.16 - $100.7 $100K - $101K
14K $1.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
121K
+ 281.57%
$25.93 - $105.3 $3.12M - $12.7M
163K $4.55M
GWW
W.W. Grainger, Inc.

Industrials
74
+ 7.58%
$1023.06 - $1220.93 $75.7K - $90.3K
1.05K $1.11M
ADSK
Autodesk, Inc.

Technology
376
+ 11.46%
N/A
3.66K $899K
OPFI
Opp Fi Inc.

Technology
11.9K
New
$4.47 - $8.33 $53.1K - $98.9K
11.9K $92K
AXP
American Express CO

Financial Services
35
+ 1.17%
$267.35 - $305.57 $9.36K - $10.7K
3.04K $901K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
527
+ 4.28%
$58.39 - $67.04 $30.8K - $35.3K
12.8K $815K
VST
Vistra Corp.

Utilities
297
+ 12.75%
$115.74 - $166.61 $34.4K - $49.5K
2.63K $362K
CB
Chubb LTD

Financial Services
1.69K
+ 5.33%
$271.57 - $301.89 $458K - $509K
33.3K $9.2M
ETN
Eaton Corp PLC

Industrials
246
+ 2.92%
$326.96 - $377.52 $80.4K - $92.9K
8.68K $2.88M
GILD
Gilead Sciences, Inc.

Healthcare
391
+ 7.03%
$83.95 - $97.9 $32.8K - $38.3K
5.95K $549K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.45K
+ 21.99%
$63.23 - $66.65 $91.4K - $96.3K
8.02K $507K
FICO
Fair Isaac Corp

Technology
38
+ 27.54%
$1911.01 - $2382.4 $72.6K - $90.5K
176 $350K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.45K
+ 1.89%
$59.74 - $60.03 $86.6K - $87K
78.2K $4.67M
BDX
Becton Dickinson & CO

Healthcare
498
+ 20.16%
$220.02 - $243.75 $110K - $121K
2.97K $673K
SHEL
Shell PLC

Energy
4.71K
+ 7.0%
$60.63 - $70.23 $286K - $331K
71.9K $4.51M
SCHX
Schwab Strategic Tr Us Large C

ETFs
43.5K
+ 208.44%
$22.4 - $68.28 $975K - $2.97M
64.4K $1.49M
ORCL
Oracle Corp

Technology
888
+ 4.43%
$165.41 - $192.43 $147K - $171K
20.9K $3.49M
TXN
Texas Instruments Inc

Technology
363
+ 15.53%
N/A
2.7K $525K
PGR
Progressive Corp

Financial Services
459
+ 16.46%
$239.6 - $268.88 $110K - $123K
3.25K $778K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.18K
+ 4.89%
$81.68 - $82.93 $96.1K - $97.5K
25.2K $2.07M
CWB
Spdr Bloomberg Convertible Sec

ETFs
816
+ 26.22%
$76.21 - $82.24 $62.2K - $67.1K
3.93K $305K
ASML
Asml Holding Nv

Technology
212
+ 37.0%
$658.43 - $872.27 $140K - $185K
785 $544K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.93K
+ 131.64%
$25.33 - $51.16 $251K - $508K
17.5K $451K
FSK
Fs Kkr Capital Corp

Financial Services
46
+ 0.15%
$19.71 - $22.22 $907 - $1.02K
30.5K $662K
BLOK
Amplify ETF Tr Trnsformational

ETFs
369
+ 4.73%
$36.5 - $53.22 $13.5K - $19.6K
8.18K $353K
ADP
Automatic Data Processing Inc

Industrials
25
+ 0.77%
$280.08 - $307.97 $7K - $7.7K
3.28K $958K
MGK
Vanguard Mega Cap Growth ETF

ETFs
27
+ 1.21%
$316.94 - $357.88 $8.56K - $9.66K
2.26K $777K
JCI
Johnson Controls International PLC

Industrials
681
+ 26.47%
$74.23 - $86.6 $50.6K - $59K
3.25K $256K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
545
+ 2.91%
$78.43 - $87.17 $42.7K - $47.5K
19.3K $1.55M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.65K
+ 5.28%
$47.65 - $48.6 $78.8K - $80.4K
33K $1.58M
Activity Summary
Buys All Purchases 477 New Holdings 60 Increased Positions 417 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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